McDonald's Bets Billions on Automation Amid Traffic Slump
McDonald's is facing a traffic slump in its most important market, with US comparable sales growth slowing from 2.1% in 2025 to just 0.8% in the second quarter of 2026.
The company has responded with an $8.5 billion capital program through 2036, aimed at boosting efficiency and customer experience through automation and restaurant remodels.
As part of this effort, McDonald's is rolling out a partnership with Google to sharpen shift scheduling, inventory management, and order accuracy, which could free up at least 50 labor hours per week per restaurant, according to finance chief Ian Borden.
The company is also reworking its menu to target consumers seeking high-protein meals, with protein bowls, egg bites, and grilled chicken wraps among the new offerings.